← Directory
WJ WEALTH MANAGEMENT
Legal name: WJ WEALTH MANAGEMENT, LLC
CRD 170181File 801-119053
APPROVED
Retail clients
Filing as of Mar 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$261.5M
Below cohort median (national)
Discretionary AUM
$261.5M
Clients
918
918 accounts
Employees
6
Below cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 28, 2020
- Principal office
- 18275 NORTH 59TH AVENUE, B-112, GLENDALE, AZ, 85308
- Phone
- 602-942-1321
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $261.5M
- Discretionary AUM
- $261.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 918
- Non-discretionary accounts
- 0
- Total accounts
- 918
- AUM per client
- $285K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $79K |
| Charitable organizations | Fewer than 5 | $3.0M |
| High net worth individuals | 60 | $109.3M |
| Pension and profit sharing plans | 9 | $11.4M |
| Individuals (other than high net worth individuals) | 847 | $137.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 883 | 918 | increased by35 |
| Apr 1, 2026 | AUM | $225,341,443 | $261,532,091 | increased by$36,190,648 |
| Apr 1, 2026 | Accounts | 883 | 918 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 586 | 883 | increased by297 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $176,140,490 | $225,341,443 | increased by$49,200,953 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 827 | 883 | increased by56 |
| Apr 1, 2022 | Clients | 552 | 586 | increased by34 |
| Apr 1, 2022 | AUM | $143,475,817 | $176,140,490 | increased by$32,664,673 |
| Apr 1, 2022 | Accounts | 768 | 827 | increased by59 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WJ WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WJ WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.